Veris Wealth Partners — Contact Email, Phone & Team

Overview

Veris Wealth Partners is a financial advisory firm specializing in sustainable and impact investing strategies. Founded in 2007, the firm manages approximately $2.7 billion in assets and serves individuals, families, foundations, and endowments across the United States. Veris is a majority women-led, partner-owned firm committed to aligning clients' financial assets with their values and vision for the future. The firm offers a comprehensive suite of wealth management services, including investment management, financial planning, and seamless coordination with clients' existing advisors. Veris focuses on creating diversified portfolios that achieve both financial returns and positive social and environmental impact. Their seasoned team of investment advisors and financial planners collectively has decades of advisory and impact investing experience. Veris Wealth Partners operates offices in Oakland, CA; New York, NY; Portsmouth, NH; Denver, CO; and Philadelphia, PA. As a fiduciary, the firm is dedicated to acting in the best interests of its clients, providing clear communication, education, and dedicated service to meet clients' needs with integrity and exemplary service.

Investment Focus

Minimum account size of $2 million, though this requirement may be waived at the firm's discretion.

Portfolio Companies

SquareTeslaBeyond MeatLemonadeDocuSignNIOImpossible FoodsWarby ParkerPatagoniaAllbirds

Get the full list of 54,000+ investors

Veris Wealth Partners and every other firm and angel in the database — as one spreadsheet you keep.

$19one-time payment · no subscription

All 54,000+ investors — VC firms, private equity, family offices and angels
The key person to contact at each one, with their job title
Their work email address
Their phone number
Their LinkedIn profile
Delivered as a single .xlsx file — download it as many times as you like

Get the full list — $19 → One payment. No seats, no credits, no expiry. Already bought it? Sign in to download it again — no second payment.

Every profile on this site is one row of the file, with the contact details masked — browse a few before you buy.

Frequently asked questions about Veris Wealth Partners

What sectors does Veris Wealth Partners invest in?

Veris Wealth Partners invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in California, United States. Veris Wealth Partners is listed as a private investment firm in the ConnectSafely investor database.